Replicate Changes to Pegged Orders

Explanation

This activity is used to replicate the date or quantity changes made to a customer order line with pegged supply orders.  This activity is also used to replicate a cancel action from a customer order or customer order line to its pegged supply orders.

If the pegged supply order is a purchase order, you can indicate whether you want to send a change request to the supplier.

When an action applies to multiple customer order lines, you can indicate whether to replicate the cancellation to all or only some of the supply orders. 

Prerequisites

To replicate a date or quantity change or a cancellation to a supply order:

• A pegged purchase requisition can have any status. If the purchase requisition is closed, the changes are replicated to the purchase order connected to the purchase requisition.
• A pegged purchase order cannot be received. For quantity or date changes, the purchase order can be partially received.
• A pegged shop order must be in Planned, Released, or Reserved status.
• A pegged DOP header cannot have any pegged orders with any actions started on them (i.e., a pegged shop order may have a status of either Planned, Released, or Reserved. Pegged purchase requisitions may have any status but no purchase orders can exist). 

If the customer order has configured parts, and the pegged supply order is a purchase requisition, it should not have been converted to create a purchase order. 

To send a change request to a supplier:

• The message class ORDCHG must have been set up for the customer and supplier.
• Sending of automatic change requests must have been enabled for the supplier (The Send Automatic Change Request check box on the Supplier/Purchase/Message Defaults tab).
• The purchase order must have been released, but not fully received. 

System Effects

• Depending on whether Yes To All was specified, the changes are replicated to one or more of the pegged orders. For a date or quantity change, the pegged supply orders are updated with new values. For a cancel action, the pegged supply orders will also be cancelled.
• If a customer order line is supplied by a DOP header, a cancel action which is replicated will cancel the DOP header, its DOP orders, any supply shop orders, and purchase requisitions. Any inventory reserved to a DOP order or a supply shop order will be removed, making the inventory available.

Window

Customer Order

Related Window Descriptions

Customer Order
Replicate Changes

Procedure

1. Open the Customer Order window, and query for the relevant customer order. Initiate the change to be replicated:

• Update the delivery date or sales quantity on a customer order line. Save the record.
• Right-click and then click Cancel Order on the customer order header. In the Cancel Customer Order dialog box, specify a reason for the cancel if required.
• Right-click and then click Cancel Order Line on a customer order line. In the Cancel Customer Order dialog box, specify a reason for the cancel, if required. 

Note: To initiate the change to be replicated, the customer order must be in a status that allows change. To cancel, the customer order line should not have been reserved (refer to the activity Cancel Customer Order).

2. The Replicate Changes dialog box opens. If the pegged order is a purchase order and you have set up the required basic data, the Order Change Management area will be enabled. To send a change request to the supplier, select the Send Change Request check box.
3. Click Yes to replicate the changes to the pegged orders.
   Note: If an action applies to more than one customer order line, the Yes To All button will be enabled. You can replicate changes from selected customer order lines by clicking Yes, or replicate the changes from all the customer order lines by clicking Yes To All.